Coatue Management LLC (Philippe Laffont) reported 66 equity positions with a combined reported value of $48.63B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 61.9%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $4.26B | 8.91M | 8.76% |
| 2 | LAM RESEARCH CORP | 512807306 | COM NEW | $4.09B | 9.44M | 8.41% |
| 3 | MICRON TECHNOLOGY INC | 595112103 | COM | $3.63B | 3.14M | 7.46% |
| 4 | SPACE EXPLORATION TECHN CORP | 84615Q103 | CLASS A COM STK | $3.17B | 18.56M | 6.52% |
| 5 | APPLIED MATLS INC | 038222105 | COM | $3.05B | 4.21M | 6.26% |
| 6 | GE VERNOVA INC | 36828A101 | COM | $3.01B | 2.56M | 6.18% |
| 7 | AMAZON COM INC | 023135106 | COM | $2.82B | 11.83M | 5.80% |
| 8 | BROADCOM INC | 11135F101 | COM | $2.21B | 5.85M | 4.54% |
| 9 | EATON CORP PLC | G29183103 | SHS | $2.12B | 4.97M | 4.35% |
| 10 | ALPHABET INC | 02079K305 | CAP STK CL A | $1.74B | 4.86M | 3.57% |
The full 66-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Coatue Management LLC (Philippe Laffont)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.